Wouldn't it be great as a business owner to have the capability to look forward and project whether the job you are working on will be profitable at completion, or what your cash position will look like three months from today as opposed to waiting for the typical accountant's reporting about the past? What makes CFO Strategies different is that while we have the hands-on experience to provide historical-financial information like most accountants, we are different in that we are forward looking CPAs that help management anticipate and plan for the future. Our goal is to provide you with financial information, tailored to your specific needs, that you can ACTUALLY use and rely upon to make informed business decisions. If a job is not profitable, we can catch it early enough to make changes to the strategy. Not only does this allow you as an owner to make better financial decisions, but it also takes the stress out of the back office and allows you to go out and do what you do best, which is Build YOUR business.
Senior members of the CFO Strategies team perform a complementary due diligence review, which includes an on-site visit, review of your financial records, and interviews with key staff. We then generate a proposal that outlines our assessment and makes recommendations for implementing best practices, including a multi-phase approach to achieving the mutually agreed-upon goals.
Our office is your office. We establish ourselves as a member of your team, providing services on site, yet remaining available even when we are not there, to support your staff and senior leadership as issues arise.
No. We are at-will. While we do ask for 30-day notice to help in a transition period, services can be terminated at any time by either party.
We tailor our services to each client's specific needs and cost varies based on the amount of days per month/week and the amount of people on site. However, we do our best to provide our services at an affordable cost.
No. While we can help place full time controllers and CFO's in the event a company is looking for a full time person, our team consist of employees of CFO Strategies designed to meet your company's specific needs.
That depends, Many times it is more cost-effective for companies to outsource their entire accounting department to CFO Strategies. In that scenario we have employees that are working full time specifically for that client.
Absolutely not, We have moved away from billing by the hour. For the most part, we bill by the month, with some exceptions for clients that want to be billed by the week. We are accessible on-site and remote for our clients and do not charge for telephone calls or email correspondence. It is part of what we do.